UTI Credit Risk (Debt, Debt Credit Risk)

Moderate
6 yrs 5 monthsStarted on:19 Nov 2012
₹ 4983.62 Cras on: 22 Mar 2019
Mid Term & Long Horizon
1.68%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme is to generate reasonable income and capital appreciation by investing minimum of 65% of total assets in AA and below rated corporate bonds (excluding AA+ rated corporate bonds).

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD1.47
1 Month0.76
3 Month1.65
1 YR5.62
2 YR6.10
3 YR7.43

SIP Returns

TenureReturns (CAGR)
1 YR6.54
2 YR5.89
3 YR6.36
5 YR7.36

Portfolio

Company Name% Assets
Green Infra Wind Energy Ltd. 04/08/2023 9.65%5.65
Coastal Gujarat Power Ltd. 27/08/2023 9.70%4.47
Altico Capital India Pvt Ltd. 16/08/20214
Edelweiss Commodities Services Ltd. 06/08/2021 9.55%3.97
Indiabulls Housing Finance Ltd. 17/06/2019 8.90%3.91
NRSS XXIX Transmission Ltd. 28/11/20283.63
Dewan Housing Finance Corpn. Ltd. 04/06/20213.51
Bharat Aluminium Co. Ltd. 31/07/2020 7.90%3.5
Jamnagar Utilities and Power Pvt. Ltd. 02/08/2024 9.75%3.36
DMI Finance Ltd. 14/06/20203

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.38%
Beta0.48%
Sharpe Ratio0.72

Ritesh Nambiar

Mr. Nambiar is an MMS (Finance), CFA and FRM holder.
Prior to joining UTI AMC in March 2008, he was a Fixed Income Analyst with CRISIL Research (January 2007 - March 2008) and a Fixed Income Trader with Eurex, LIFFE and CBOE Desk )(May 2005 - October 2006).